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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,559 | $112,131+58.3% | $95,964+85.0% | $158,982+11.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.02% | 171.19%-157.2pp | 91.64%-77.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,102 | $3,199-65.6% | $2,541-56.7% | $4,763-76.9% |
| Participant deferral / active EE | $1,514 | $4,784-68.3% | $4,167-63.7% | $5,983-74.7% |
| Admin fee / account holder | $288 | $10,136-97.2% | $6,797-95.8% | $11,252-97.4% |